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Building 2PINE HAVEN INVESTMENT COUNSEL, INC.

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Phone(508) 993-0336
NotebookSEC #801-71502
Total AUM
$193.4M
Employees
3
Clients
85

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 3:00 PM
Monday - Friday
Phone
(508) 993-0336
Other Offices
1

ReceiptFinancials

Total AUM
$193.4M
Accounts
323
Discretionary
$177.7M
Accounts
288
Non-Discretionary
$15.8M
Accounts
35

ContactClients

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Individual Clients
43
AUM
$16.7M
HNW Individual Clients
41
AUM
$165.9M
Charitable Organization Clients
1
AUM
$10.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

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Disclosures

None reported

State Registrations
CAMAMTNHORWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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